Artemis Global Energy Fund I Acc

Name
Artemis Global Energy Fund I Acc
Manager
Artemis Fund Managers Limited
Type
Unit Trust
ISIN
GB00B56FW078
Sector
Specialist
Launched
21/04/2011
OCF
1.01 %
Risk Rating
4
3 Year Sharpe
1.15
3 Year Alpha
3.96
Yield
1.1 %
Benchmark
MSCI ACWI/Energy NR USD
The fund aims to achieve long-term capital growth primarily from a portfolio of companies engaged in the oil and gas sector, energy generation and transmission. Additionally, the fund may invest in companies seeking to develop and exploit new energy technologies, and companies that service the energy sector
Holding %
Canadian Natural Resources Ltd 4.08 %
Anadarko Petroleum Corp 3.99 %
Royal Dutch Shell PLC B 3.92 %
Exxon Mobil Corp 3.85 %
Eni SpA 3.77 %
Total SA 3.73 %
Repsol SA 3.71 %
Encana Corp 3.70 %
ConocoPhillips 3.56 %
Suncor Energy Inc 3.53 %
Region %
United States 30.85 %
Canada 21.91 %
Eurozone 13.90 %
United Kingdom 13.65 %
Europe - ex Euro 5.34 %
Sector %
Energy 100.00 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Richard Hulf
Joined 06/01/2011

Richard manages the Artemis Global Energy Fund alongside John Dodd. With an MSc in petroleum engineering from Imperial College, he worked for Exxon and Enterprise Oil, then in 1997 became an oil analyst at Henderson Crosthwaite. He went on to Ernst & Young to work in energy corporate finance, before a period at the specialist investment bank Simmons & Co. Then Richard set up Hulf Hamilton, an independent oil & gas consultancy which provided research to Artemis and others. He joined Artemis in June 2011.

John Dodd
Joined 04/21/2011

John co-manages the Artemis Global Energy Fund and Artemis Alpha Trust plc. A co-founder of the firm in 1997, he is chairman of the partnership's management committee. Previously, John was senior investment manager of UK smaller companies at Ivory & Sime. He ran the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010.

Data provided by Morningstar.

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